Recent Answers from Financial Advisors Search Order ByCategoryClear Filter 0 Ans Inherited Investment Real Property 18 viewsWealthtender HQ Changed status to publish 2 days agoReal Estate 0 Ans Bitcoin & Taxes 49 viewsWealthtender HQ Changed status to publish April 18, 2024Investing 0 Ans Single Mom: Buy house or renovate? 119 viewsWealthtender HQ Changed status to publish March 27, 2024Real Estate 0 Ans Hello, my mother wants to put me on her checking account to pay for her medical bills each month. She only receives Social Security and has no other money in her account. I have unpaid collections. If I am joint owner on her account, can collections garnish her bank account? 173 viewsWealthtender HQ Changed status to publish March 3, 2024Family Finances 0 Ans Hi, my name is Marlen and I have a real estate question. I’m a DACA recipient. I’m in the process of selling a house and they are questioning on whether to withhold taxes or not under FIRPTA? can someone please help me because no one seems to have the answer. 178 viewsWealthtender HQ Changed status to publish February 7, 2024Real Estate 0 Ans I put 6,000.00 tax free money in an ira cd instead of a regular cd. I didn’t take a tax reduction in the year that I got the Ira cd or since. I have since cashed in the Ira and will have to pay interest this year. Is there anyway I can get out of that. My husband and I are both in our 70’s and on last years taxes didn’t have to pay any taxes. 376 viewsBrian Thorp Changed status to publish December 31, 2023Tax Planning 1 Ans How do I calculate how much money I will need to withdraw to satisfy my RMD? Also I am 68 can I start taking small amounts now that will satisfy the amount I need to withdraw the first year I am required to make a withdrawal? 379 viewsMarianne Nolte, CFP® Answered question March 15, 2024Financial Planning 0 Ans What to do with bonus – should I pay off my credit cards first, or sell car and cover the amount I’m upside down on? I have 2 cars so I would go down to 1. Bonus ~$10k / CC debt high interest over 20% ~$5.5k (total min monthly payments ~$350) / Upside down on car ~$9k but 10% interest rate (car payment $780) 416 viewsWealthtender HQ Changed status to publish December 19, 2023Get Out of Debt 0 Ans Is it better to buy or lease a car right now? 438 viewsWealthtender HQ Changed status to publish December 19, 2023Family Finances 1 Ans How do you set up an Able account for an adult child receiving SSI? 471 viewsMarianne Nolte, CFP® Answered question December 2, 2023Estate Planning 0 Ans Can you work full-time job and collect SS from decrease spouse without penalties of reduction of SS wages from spouse after 62? 702 viewsWealthtender HQ Changed status to publish October 25, 2023Retirement Planning 2 Ans I have 2 401K’s totaling 377,000 dollars, 100,000 in a CD paying 5%, 30,000 in checking and 17,000 in savings, 20,000 in stocks, 9,000 in crypto. My debt is 5,000 dollars and I’m 71 and retired at 70. Would it be wise if I started to take 401K disbursments and at what percentage and time frame? Home is paid off. 664 viewspaul@id-financial.com Answered question October 24, 2023Financial Planning 1 Ans Is it a good idea to have a rental property with negative cash flow? 300K house with $2000 rent and 5% downpayment. 716 viewsjustin@coastalwealthadvisors.com Answered question October 16, 2023Investing 1 Ans What is one of the best high-paying college majors? 816 viewsjustin@coastalwealthadvisors.com Answered question October 16, 2023Career 1 Ans Is college worth the cost? 763 viewsjustin@coastalwealthadvisors.com Answered question October 16, 2023Family Finances 1 Ans My deceased husbands home is now in foreclosure and he has a balance on his account . What do I do pertaining to the suits that are going on . What am I initiated to.? 749 viewspaul@id-financial.com Answered question September 26, 2023Real Estate 1 Ans My husband passed in 2018. I was only 52 years old. Will I be able to collect his social security benefit when I turned 60? 730 viewspaul@id-financial.com Answered question September 26, 2023Financial Planning 0 Ans restricted stock given some under RSU-time and VA-time. The RSU was cancelled and I believe reissued under VA-time. Question is why did it reissue for more? 848 viewsBrian Thorp Changed status to publish September 17, 2023Investing 0 Ans I’m 62 years old and I’ve been receiving spousal support since 60 can I start to receive my husbands social security now or what? 864 viewsBrian Thorp Changed status to publish September 17, 2023Retirement Planning 1 Ans How should I invest after retirement? 1.04K viewspaul@id-financial.com Answered question September 26, 2023Retirement Planning 1 2 3 Next » Categories Retirement Planning 12 Questions Financial Planning 8 Questions Real Estate 7 Questions Investing 4 Questions Family Finances 4 Questions Get Out of Debt 3 Questions Tax Planning 2 Questions Saving Money 1 Question Career 1 Question Estate Planning 1 Question
